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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $3.5B AUM 1,975 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1364 New
Page 23 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XLV SELECT SECTOR SPDR TR 2,584.0 $400K 0.01% NEW $154.80 -4.8%
442 CMI CUMMINS INC Industrials 774.0 $396K 0.01% NEW $511.63 +28.9%
443 BP BP PLC Energy 11,386.0 $395K 0.01% NEW $34.69 +33.0%
444 AMAT APPLIED MATLS INC Technology 1,530.0 $393K 0.01% NEW $256.86 +58.4%
445 UNP UNION PAC CORP Industrials 1,692.0 $391K 0.01% NEW $231.09 +19.1%
446 D DOMINION ENERGY INC Utilities 6,651.0 $390K 0.01% NEW $58.64 +15.2%
447 ANET ARISTA NETWORKS INC Technology 2,973.0 $389K 0.01% NEW $130.84 +8.2%
448 PFE PFIZER INC Healthcare 15,620.0 $389K 0.01% NEW $24.90 +1.7%
449 CALAMOS ETF TR 14,673.0 $389K 0.01% NEW $26.51
450 LRGF ISHARES TR 5,576.0 $387K 0.01% NEW $69.40 +5.8%
451 RPM RPM INTL INC Basic Materials 3,708.0 $386K 0.01% NEW $104.10 -6.7%
452 KNG FIRST TR EXCHANGE-TRADED FD 7,857.0 $386K 0.01% NEW $49.13 -1.3%
453 MO ALTRIA GROUP INC Consumer Defensive 6,613.0 $382K 0.01% NEW $57.77 +27.6%
454 BSMQ INVESCO EXCH TRD SLF IDX 16,166.0 $382K 0.01% NEW $23.63 -0.6%
455 SMLV SPDR SERIES TRUST 2,887.0 $378K 0.01% NEW $130.93 +10.9%
456 IEO ISHARES TR 4,215.0 $376K 0.01% NEW $89.21 +38.5%
457 VDE VANGUARD WORLD FD 2,970.0 $374K 0.01% NEW $125.93 +37.6%
458 QDEC FIRST TR EXCHNG TRADED FD VI 11,507.0 $374K 0.01% NEW $32.50 +7.9%
459 CPNM CALAMOS ETF TR 14,350.0 $373K 0.01% NEW $25.99 +2.7%
460 CGIC CAPITAL GROUP INTERNATIONAL 11,479.0 $373K 0.01% NEW $32.49 +8.7%
Page 23 of 69  ·  1,364 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Financial Services 22.2%
Industrials 11.3%
Healthcare 10.1%
Communication Services 7.0%
Consumer Cyclical 6.8%
Consumer Defensive 5.8%
Energy 5.4%
Real Estate 2.6%
Utilities 2.5%